The 25-stock portfolio might simply match the small-cap index performance or it will beat it slightly in the bull market. The real outperformance will come in bear markets when our portfolio will go to cash or sit with performers. Typically over multiple cycles expect 2x the performance of index and a slightly lesser drawdown in a momentum portfolio. It is not a holy grail strategy. From 2020-2024 we haven’t seen a proper bear market so it’s all rosy right now
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